Institutional Ownership Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK). We have compiled data on the 2,555 institutions that hold shares in the stock, with a total of 517 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
2,406
shares
|
$290,476
0.04% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
2,400
shares
|
$289,752
0.16% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
2,400
shares
|
$289,752
0.03% of portfolio
|
Q1 2024
Reduced 28.32%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
2,395
shares
|
$289,148
0.02% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
2,395
shares
|
$289,148
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,395
shares
|
$289,148
0.02% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
2,389
shares
|
$288,423
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,388
shares
|
$288,303
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
2,387
shares
|
$288,182
0.29% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
2,382
shares
|
$287,578
0.12% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,372
shares
|
$286,371
0.13% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
2,369
shares
|
$286,009
0.17% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
2,366
shares
|
$285,647
0.28% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
2,365
shares
|
$285,526
0.12% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,348
shares
|
$283,474
0.11% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,346
shares
|
$283,232
0.03% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,342
shares
|
$282,749
0.11% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
2,338
shares
|
$282,266
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,335
shares
|
$281,904
0.17% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,328
shares
|
$281,059
0.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
2,327
shares
|
$280,938
0.1% of portfolio
|
Q2 2025
Added 43.91%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
2,326
shares
|
$280,817
0.11% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
2,324
shares
|
$280,576
0.18% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,317
shares
|
$279,731
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,316
shares
|
$279,610
0.08% of portfolio
|
Q2 2025
Reduced 1.19%
|